Slide 1: Investor Presentation
Investor Presentation Christopher O’Connor
Slide 2: Persistent at a Glance
Persistent at a Glance Product Technologies Industries $481 M+ Development FY’19 revenues AI, Machine Learning Banking, Financial and Data Services and Insurance Enabling those in the 10000+ business of software Cloud Services Healthcare and Life Sciences employees and those building Identity, Acces
Slide 3: The Year gone by… FY19 Highlights
The Year gone by… FY19 Highlights Revenue $ 481 M (2.2% YoY) TSU $ 315 M Alliance $ 139 M Accelerite $ 27 M EBITDA 17.2% BFSI, Life Sciences & Healthcare, Industrials and Verticals served ISVs Employees ~10,000 (85% in India) © 2019 Persistent Systems – Confidential 3
Slide 4: First 100 days: Observations & Learnings
First 100 days: Observations & Learnings What is Impressive : What are Opportunities : Customers are Healthy & Happy Clients and their total business needs World Class NPS score of 67 Domain/ industry differentiation Fantastic client stories to tell Programmatic Structural Consistency
Slide 5: 100 Days in Office: Execution
100 Days in Office: Execution Customers Structure Structure • Simplified Structure • One Persistent Brand • Simplified Structure • Offerings / Business Models Industry for “needs” • One Leader, One Role • One Leader, One Role • Scope is Advise – Deliver – Operate •• Named Incentive Alignment / Hired
Slide 6: Our Business at a Glance : Technology
Our Business at a Glance : Technology DATA SECURITY CLOUD PLATFORM
Slide 7: Data
Data Overview CS: Major US Bank TAM : USD $500B Client Highlights Persistent Offerings: Consulting and implementation deal around data Complete Information Design governance and regulation (CCPA) AI/ML Multiple phase potential with phase 1 in progress Strategy, Compliance and Governance
Slide 8: Security
Security Overview CS: Major Networking Hardware Company TAM : USD $124B $500B Client Highlights Persistent Offerings: Operate & Manage one of the largest IAM Identity Complete & Information Access Management Design platforms IAM AI/MLPlatform Modernization Modernized architecture & upgrade
Slide 9: Platform
Platform Overview CS: Global Asset Management Firm TAM : Multi trillion $ USD $500B Client Highlights Persistent Offerings: Identified, Evaluated and Deployed Digital Design andInformation Complete Innovation Design Enterprise Grade platform (Appian) Enterprise AI/ML Product Engineering Pl
Slide 10: Cloud
Cloud Overview CS: GOI Ministry of Human Resource TAM : USD $159B $500B Client Highlights Persistent Offerings: Largest MooC platform in the world, GOI initiative Enterprise Cloud Migration Complete Information Design Cloud-agnostic, enhanced user experience Enterprise AI/ML Application Mo
Slide 11: Our Business at a Glance : Industries
Our Business at a Glance : Industries BFSI HLS INDUSTRIAL Growth - SalesForce - ISV
Slide 12: BFSI
BFSI Overview CS: Leading Microfinance provider in US TAM : USD $150B Client Highlights Persistent Offerings: Cloud native Digital Experience to target newer Digital Banking Experiences markets Digital Lending Solutions New Digital Lending Platform Operations Automation Applications and
Slide 13: HLS
HLS Overview CS: Largest Integrated Healthcare System in US TAM : USD $200B Client Highlights Persistent Offerings: Multi-faceted deal combining domain knowledge Patient Experience & Engagement with engineering services Data/AI on Patient Data Addressing large up-tapped opportunity in kidney
Slide 14: Salesforce
Salesforce Overview CS: Large Private Sector Indian Bank TAM : USD $500B Client Highlights Persistent Offerings: Largest SFDC deal in India Top 20 SFDC Partners Develop Retail Banking & Wealth Management Multi-Cloud solutions Build Marketing & Customer Analytics solutions Loan Originatio
Slide 15: ISV
ISV Overview CS: Industry Leading Search Company TAM : USD $500B Client Highlights Persistent Offerings: A 360 Degree partnership Persistent branded solutions Global Support & RnD OEM branded Implementations leveraging the solution Product Takeover Technology reseller, OEM partner Re
Slide 16: Industrial
Industrial Overview CS: Multinational Engineering & Tech. Co. TAM : Trillion Dollar Client Highlights Persistent Offerings: • Integrating system design processes to improve Engineering Lifecycle Management (CE/CLM) engineering Results Product Lifecycle Management (PLM) • Interlock data from syst
Slide 17: Immediate Horizon
Immediate Horizon Continue growth in Logos Continue to balance our largest client with Industrial Sector Focus Revenue Predictability • Rigorous Account Management • Aligned Sales Team & Compensation • Marketing, Offering and Business Model Programmatics M&A Activity
Slide 18: Longer Term Horizon
Longer Term Horizon Persistent is a complete value provider/partner in the clients journey • Offerings that Advise – Deliver – Operate across select domains • Integrated business solutions composed of People, Assets, Services and Business Risk • Persistent business volume with elongated client partn
Slide 19: Thank You
Thank You Christopher O’Connor